Client Relations Assistant
Coastal Community Private Wealth Group
Beginning her career in 2006, Danielle has worked in both retail and administrative roles within the financial industry. This experience has helped her understand the importance of being efficient and is eager to assist both clients and colleagues with anything that may arise. She is keen to learn new things that will expand her knowledge and expertise in the Wealth department. Always willing to help, She enjoys working with clients one on one and building long lasting relationships.
Raised on Vancouver Island, Danielle enjoys spending time with her husband and their children exploring the beauty of the many beaches, lakes and rivers Vancouver Island offers.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union. I am not licensed to offer or sell life insurance products and services through Coastal Community Private Wealth Group.